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Atria Investments, Inc: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on IBMO, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 9,851 IBMO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,851 shares
    Change vs previous 13F -5,060 shares

    <0.01% of the 13F portfolio, value $252,580.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,911 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $382,320.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,911 shares
    Change vs previous 13F +378 shares

    <0.01% of the 13F portfolio, value $382,169.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,533 shares
    Change vs previous 13F -589 shares

    <0.01% of the 13F portfolio, value $372,570.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 15,122 shares
    Change vs previous 13F -23,414 shares

    <0.01% of the 13F portfolio, value $388,034.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 38,536 shares
    Change vs previous 13F -7,889 shares

    0.01% of the 13F portfolio, value $987,410.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 46,425 shares
    Change vs previous 13F +3,670 shares

    0.02% of the 13F portfolio, value $1,186,633.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 42,755 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,088,541.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).